As I sit to write this post, the Dow Jones Industrial Average is down just less than 1,000 points. Concerns around the impact of the
As we begin the new decade, I thought this would be a good time to consider what a reasonable long-term equity return expectation might look
One of the benefits derived from the evidence-based investment approach is the systematic avoidance of underperforming investment strategies. Media narratives and marketing drive many of
Read Ian’s comments in a recent U.S. News & World Report article that looks at what we can learn from the way Millennials invest… Millennials
In a recent New York Times article, Jeff Sommer, discussed the implications of new data from Dalbar, a research firm that studies the behavior of
Act Two The Setting Following his interview of a hedge-fund manager to see if he should manage his retirement assets, the Investor turns his search
S&P Dow Jones Indices released their latest SPIVA (S&P Index vs Active) scorecard for the period ending December 2018. If you’re a fan of active
Act One The Setting Guru appears on CNBC to explain what will happen with interest rates, Brexit, and the economy over the next two years.
On the 40th anniversary[1] of the launch of the First Index Investment Trust (now the Vanguard 500 Index Fund), it is interesting to note how
A recent study conducted by Dimensional Fund Advisors assessed the performance of actively managed mutual funds by comparing fund performance to the performance predicted by
Ian A. Post, CFA, CFP®
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